If using the Forward to a Friend Form with InterAction, there are a few additional options you may take advantage of. This Help Desk Article outlines each of those options.
If you would like to pursue any of these options, please contact your Account Manager.
InterAction activities
If the Forward to a Friend feature is used from an InterAction send, an activity will be created in InterAction for each forward as long as InterAction Activity Type IDs have been set up in "Admin.System.InterAction.InterAction Activity Type Email Forward" and "Admin.System.InterAction.InterAction Activity Type Email Forward Dictionary" - see Vuture Support or your Account Manager for assistance with this.
Privacy when recording Forward to a Friend activities
When recording Forward to a Friend activities in InterAction you can choose whether the email address of the recipient is recorded in the activity. Since they have not given their consent to record this information this will be a data privacy issue. To prevent the forwarded recipient email address from being recorded, there is a setting in "Admin.System.Emails.Append Recipient Email on Forward Activity" - which should be disabled.
Create relationships in InterAction
Optionally relationships can be created in InterAction between the original recipient and the forwarded contact if they are added as a new contact. Please contact your account manager or Vuture support for assistance with this feature which requires the configuration "Admin.System.InterAction.Create relationships for new contacts" to be enabled.
Please note: At the moment the relationship type is hard-coded to “knows” and is created when a new contact submits a form that was forwarded to them through the Forward to a Friend function.
Configure "FROM" address for forwarded mailing
Vuture allows you to either set the from address for forwarded emails centrally, or retain the address from the original email. This can be changed by your Customer Success Manager in Admin.System.Emails.Forward to a Friend From Address. The two options are detailed below:
- Set a specific email address to be used for all forwarded mailings. This email address is static, and will be approved centrally so that we can guarantee Vuture has permission to send using the domain (in alignment with the SPF record and Vuture custom return path).
- By default, Vuture will retain the from address used in the original email.
Adding default values for personalisation fields
It is possible to format the values of an additional field placeholder (e.g. {First Name}) in an email to be forwarded so that the "Friend" receives an email with a default value rather than the placeholder text.
To use this functionality, you must add the “formatting option” inside your placeholder when you are editing the text of the original email. As seen in the example below:
Dear {First Name| default: 'Colleague' },
This will then say "Dear Colleague" in the forwarded email, as the First Name field won't have a value for the "Friend"
Please note this works for InterAction only. Vuture will need to turn on the following system configuration for this feature to work : "Admin.System.InterAction.Replacement on IA custom fields"
Click here for Forward to a Friend FAQ
